Genmab — Juni 2020

troldmanden

ahh tak EL! det var den indledende absteakt hvor der stod 20/1. Ved vi hvor mange de har indrulleret på 48mg ? Det må va ca 50 de vil indrullere der

E_L

you can see in the same figure 2 (n=5) for the 48mg, so 5 patients started on 48mg

E_L

We can assume they started dosing those the latest. So their results are the least mature. We also assume, the higher the dose the better the response, and deeper response over time. If that is correct the next update will be better.

E_L

But, we already have a patient with 6mg with CR and 100% tumor reduction

troldmanden

Ja men det er kun dose eskalering fasen de viser data fra. Ikke 2. del af studiet hvor det udelukkende er 48mg

troldmanden

og det er så ca 50 patienter de vil indrullere på 48mg (op til samlet 110 patienter)

E_L

ah sorry, misunderstood your question, i don't think we have info on that yet?

E_L

Genmab A/S (GEN:DC) (GMAB) PT Raised to DKK2,500 at Citi
June 1, 2020 5:13 AM EDT

Helge_LarsenPI-redaktør

kkjoel

Tnx, EL. Some move by Citi: 1600 on 27.03.20, now moving to 2500. What didn't they see 2 mths ago???

GeorgeBest

Thanks E L, Citi were not dissatisfied with what they saw at ASCO then

kkjoel

I now have 30 price targets w average of 1795. Lowest HSBC 930 on 04.03.20 (quite some target there.. maybe they've forecast only failures apart from dara Highest is UBS and Citi: 2500.

kkjoel

GB
you have similar numbers?

GeorgeBest

Except for UBS and Citi all analysts are now behind the curve, there will come a large number of upgrades after the partner deal

GeorgeBest

Here is the link kkjoel https://www.streetinsider.
com/dr/news.php?id=16952064

GeorgeBest

Just a moment...

(www.streetinsider.com)

E_L

I also think Dara First line approval and now Subcutaneous approval are key in my opinion and warrant upgrades on their own. We should not underestimate how many large investors only start buying in when a stock is de-risked. And in hind-sight covid may be the perfict time to introduce SC...

kkjoel

The de-risking is an excellent point!

gentogen

EL: Thanks for answering 10:50. I was out for a while. Plase also notice that the FL 85 %ORR patients are almost all with very very low dosis.

E_L

yes, and the tumor shrinkage for those in fig 4 already looks very very high... Will they improve to CR...
? was FL started later as DLBCL?